Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RGGLF (Regional REIT Limited) | NA | -9.55% | -0.32% | -11.71% | NA | NA | NA | … | … |
Data as of 07/10/2023, Common starting date is 06/01/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RGGLF (Regional REIT Limited) | 06/01/2018 | 07/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.06 | -9.55 | -0.32 | -11.71 | NA | NA | NA | … | … | -9.82 | -49.33 |
| Sharpe Ratio | NA | -0.35 | -0.21 | -0.26 | NA | NA | NA | … | … | -0.22 | -0.38 |
| Standard Deviation(%) | NA | 34.51 | 22.56 | 58.99 | NA | NA | NA | … | … | 34.51 | 78.92 |
| Draw Down(%) | NA | 20.84 | 20.84 | 54.30 | NA | NA | NA | … | … | 20.84 | 49.33 |
| Yield(%) | 0.00 | 3.09 | 3.09 | 1.35 | 0.66 | 0.44 | 0.33 | … | … | 3.09 | 9.79 |
Data as of 07/10/2023, Common starting date is 06/01/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGGLF (Regional REIT Limited) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RGGLF (Regional REIT Limited) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart